Small & Medium Business Owners

Small & Medium Business Owners (SME’s)

Many of our clients run their own businesses and therefore we understand the need to manage your finances carefully. We work closely with your accountants and solicitors in order to create a financial strategy that works best for your company. Making key tactical investment decisions at the right time enables you to minimise both personal and corporate tax in order to maximise wealth.

Whether you are a young business looking to invest or a business looking at an exit strategy, we have the skills and expertise to deliver the right solutions for your firm. Here are some of the things that we’ve helped our clients with:

  • Establishing a director’s pension scheme
  • Ensuring that the company can continue in the event of ill health or sudden death of a shareholding Director
  • Ensuring Keyman cover is in place for the right employee
  • Help & Assistance in formulating an exit strategy
  • Purchasing a commercial property in a pension
  • Set up & ongoing servicing of Auto Enrolment pension rules and regulations

SIMPLY PLANNING FOR YOUR FUTURE

At Sky Wealth Management, we firmly believe that having a financial plan empowers you to feel confident and secure about your financial future.
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What our clients say

Rob has acted as our financial advisor for several years now, and we are both very glad that this is the case. He has reviewed, advised and organised our investments, our wills, our insurance, and regular savings for our grandson.

We are extremely pleased with the results Rob has achieved in each of these areas and know that his knowledge and attention to detail has ended with us getting a great outcome!

I no longer spend my time and energy fretting about financial matters as I know Rob has it in hand. The bonus is that Rob has achieved this without any “hard sell”, “blinding with science” or “flavour of the month” tactics. He’s as straight as a die, solid as a rock, and has the skill of knowing the level, to pitch to his customers.

Mr & Mrs B, Reading

Rob has helped us manage our finances for more than 15 years now.

We have always found him to be friendly, personable and he always makes us feel relaxed.

In our meetings he has shown that he is at the forefront of changes in financial markets, tax initiatives, and potential savings which are not only beneficial but in keeping with our portfolio.

He has listened carefully to us and understands our preferences. He explains clearly the options open to us and we have utmost confidence in his advice.

Mr & Mrs E, Andover
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Sky Wealth Management is authorised and regulated by the Financial Conduct Authority FRN 978184.

Registered office: Glan Yr Afon Isaf, Brynberian, Nr Crymych, Pembrokeshire, Wales, SA41 3TG.

Registered in England & Wales as a Private Limited Company 11649598

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